Some work repeats on a schedule — a weekly status report, a monthly invoice review. Instead of recreating that task by hand, set a recurrence rule once and Examply creates the next instance automatically.
This article covers setting up a recurring task, the recurrence rules available, and how completed instances are handled.
Create a recurring task
Create a task as usual, for example "Send weekly client status update".
Open the task and click Make recurring.
Choose a recurrence rule and a start date, then click Save.
The current instance behaves like any other task — assign it, prioritize it, add an estimate. The recurrence rule only controls when the next instance is created.
Note: Only Owners, Admins, and Members can turn a task into a recurring one. Guests can be assigned to a recurring task's instance, but can't set up or edit the recurrence itself.
Recurrence rules
Rule | Next instance created |
Daily | Every day, including weekends |
Weekdays | Every Monday through Friday |
Weekly | Same day each week |
Biweekly | Same day, every second week |
Monthly | Same date each month |
Custom | Any interval in days, weeks, or months that you define |
How completion works
Marking a recurring task done closes the current instance and creates the next one on schedule, with the same title, assignee, labels, and estimate. Comments and subtasks don't carry over — each instance starts clean.
Note: If you're behind schedule and miss an instance's due date, Examply still creates the next one on time. It doesn't wait for the overdue instance to close first.
Editing or ending a recurrence
Open any instance of the recurring task.
Click Edit recurrence to change the rule, or Stop recurring to turn the current instance into a one-off task.
Editing the rule only affects instances created after the change — it doesn't move a due date that's already been set.
Recurring subtasks
Subtasks attached to a recurring task reset along with it: when the parent instance closes and the next one is created, its subtasks come back unchecked. This makes recurring tasks a convenient way to run a repeating checklist, such as a pre-release QA pass, without rebuilding the list of steps every time.
Tips
Use Weekdays instead of Daily for anything tied to business operations, so you don't get a Saturday instance nobody will action.
Recurring tasks are a good fit for checklists your team runs regularly, like a release checklist or a weekly retro.
If a recurring task keeps getting reassigned, consider setting it to a role-based owner in your team's rotation instead of one person.
